Lineweaver Wealth Advisors, LLC
CIK: 0001797873SEC EDGAR →
Portfolio Value
$739K
Holdings
176
As of
Q4 2025
New Positions
18
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | 796,309 | $36.7M | 4962.55% |
| 2 | ALPS ETF TR | 1,383,903 | $36.1M | 4883.50% |
| 3 | ISHARES TR | 347,283 | $34.7M | 4695.08% |
| 4 | ISHARES TR | 151,174 | $30.0M | 4064.31% |
| 5 | ISHARES TR | 311,983 | $29.4M | 3976.32% |
| 6 | BLACKROCK ETF TRUST II | 487,846 | $25.7M | 3484.56% |
| 7 | J P MORGAN EXCHANGE TRADED F | 550,174 | $25.5M | 3447.20% |
| 8 | APPLE INC | 92,676 | $25.2M | 3410.25% |
| 9 | BLACKROCK ETF TRUST | 314,681 | $19.1M | 2590.11% |
| 10 | AVGOPut BROADCOM INC | 43,420 | $15.0M | 2034.05% |
Quarterly Changes
New Positions (24)
$15.0M · 43K shares
$6.0M · 48K shares
$1.8M · 28K shares
$1.0M · 2K shares
$873K · 33K shares
$840K · 4K shares
$619K · 32K shares
$563K · 13K shares
$506K · 12K shares
$482K · 11K shares
$314K · 1K shares
$310K · 1K shares
$288K · 6K shares
$280K · 6K shares
$277K · 6K shares
$269K · 3K shares
$267K · 5K shares
$256K · 1K shares
$254K · 6K shares
$242K · 2K shares
$136K · 10K shares
$64K · 10K shares
$2K · 3K shares
$345 · 529 shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $389.4M | 61.4% |
| Technology | 18 | $85.6M | 13.5% |
| Unknown | 25 | $48.8M | 7.7% |
| Consumer Cyclical | 11 | $23.8M | 3.8% |
| Healthcare | 15 | $22.9M | 3.6% |
| Industrials | 15 | $17.6M | 2.8% |
| Consumer Defensive | 7 | $13.3M | 2.1% |
| Communication Services | 5 | $11.4M | 1.8% |
| Utilities | 6 | $9.1M | 1.4% |
| Energy | 2 | $7.8M | 1.2% |
| Basic Materials | 3 | $2.8M | 0.4% |
| Real Estate | 2 | $1.6M | 0.2% |